See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 55 2301 ROSECRANS AVE. · EL SEGUNDO, CA 90245 | Other Commissions | $52,607 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,049 |
Service code 13 300 TRI-STATE INTERNATIONAL DR. · LINCOLNSHIRE, IL 60069 | Contract Administrator | $2,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,883 | $55,415+148.8% | $155,509-11.3% | $74,495+85.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.27% | 268.50%-255.2pp | 64.67%-51.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $8,397 | $2,267+270.4% | $4,672+79.7% | $2,623+220.1% |
| Participant deferral / active EE | $6,141 | $2,836+116.6% | $5,626+9.2% | $4,346+41.3% |
| Admin fee / account holder | $227 | $1,738-86.9% | $15,912-98.6% | $1,942-88.3% |